Images in Notes

Purpose: Allows adding images to notes when the Rich Text Editor is enabled.

You can insert Images two ways:

  • Click the Image tool to display the Image Properties dialog. Select the Upload tab, click the Choose File button, select  the desired file, click the Send it to the Server button, and finally click OK.
  • Drag a file from your computer's file manager into the note.

Status: Testing. Not yet available.

Requirements: Site administrators must enable "Use Rich Text Editor for Notes" (Admin > Site Settings > User Interface) and individual users must enable "Use Rich Editor for Case Notes" on their My Preferences page.


  • Emailing a note with an embedded image will not send the image.
  • Only PNG, JPG and GIF files may be added to notes. The editor will display an error message if an attempt is made to add other file types. An error will also be displayed if the image file is larger than the configured maximum image size (default 10MB).
  • The image file is stored as a LegalServer document and a reference to the document is displayed immediately below the note, the same as a document attached to a note, and can be downloaded from the link in that reference.
  • Image documents are not shown in document lists, only on the note itself.
  • Images can be moved within the note by dragging, or can be deleted just as any other note content. If an image is deleted from the note, the document will be deleted.
  • Double clicking on an image will open the Image Properties dialog which allows you to change the displayed size of the image. The image file is not resized or resampled so its storage size does not change.
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